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Prudent Man Investment Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Prudent Man Investment Management’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$340K Hold
1,780
– – 0.12% 21
2026
Q1 		$340K Hold
1,780
– – 0.11% 21
2025
Q4 		$340K Sell
1,780
-959
-35% -$180K 0.11% 21
2025
Q3 		$464K Hold
2,739
– – 0.26% 15
2025
Q2 		$464K Hold
2,739
– – 0.26% 15
2025
Q1 		$464K Hold
2,739
– – 0.26% 15
2024
Q4 		$464K Buy
+2,739
New +$481K 0.26% 15

Other funds holding VTV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Prudent Man Investment Management's VTV Position: Q2 2026 in Review

Prudent Man Investment Management held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,780 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #21.

Prudent Man Investment Management first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Prudent Man Investment Management held 1,780 shares of Vanguard Morningstar Value ETF worth $340K as of Q2 2026.
  • Prudent Man Investment Management left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.12% of Prudent Man Investment Management's portfolio in Q2 2026, its #21 holding.
  • Prudent Man Investment Management first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Vanguard Morningstar Value ETF position peaked at $464K in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.